PRAIRIEVIEW WEALTH PARTNERS, LLC

FRANKFORT, IL · CIK 2011194 · 13F filing filed 2025-01-29

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$207.5m
Staff9 · 4 in investment roles
Main clients (by assets)High net worth individuals 63%, Individuals 37%
Form ADV · 2026-10-01SEC adviser record

$92.5m reported value +0.0% vs Q3 2024

20positions

96.1%in top 10

3 new 4 added 10 reduced 1 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	34,666	$20.4m22.05%	22.05%	Reduced -402	-402 -1.1%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	168,180	$16.3m17.61%	17.61%	Added +2.6k	+2,575 1.6%
3	ISHARES TR RUS MID CAP ETF IWR	IWR	145,698	$12.9m13.92%	13.92%	Reduced -1.6k	-1,595 -1.1%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	52,955	$9.0m9.69%	9.69%	Reduced -337	-337 -0.6%
5	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	92,336	$8.2m8.91%	8.91%	Reduced -522	-522 -0.6%
6	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	111,709	$6.9m7.49%	7.49%	Added +1.8k	+1,804 1.6%
7	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	69,870	$6.1m6.64%	6.64%	Reduced -1.8k	-1,802 -2.5%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	102,071	$5.1m5.53%	5.53%	Added +4.5k	+4,489 4.6%
9	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	47,493	$3.1m3.39%	3.39%	Reduced -834	-834 -1.7%
10	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	10,742	$827.9k0.89%	0.89%	Added +960	+960 9.8%
11	AMERICAN EXPRESS CO COM AXP	AXP	1,818	$539.6k0.58%	0.58%	Unchanged
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	885	$452.4k0.49%	0.49%	New
13	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	7,861	$394.6k0.43%	0.43%	Reduced -2.2k	-2,153 -21.5%
14	MICROSOFT CORP COM MSFT	MSFT	931	$392.4k0.42%	0.42%	Reduced -80	-80 -7.9%
15	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	7,367	$376.7k0.41%	0.41%	New
16	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	6,479	$375.8k0.41%	0.41%	Reduced -2.0k	-1,988 -23.5%
17	ISHARES TR SHRT NAT MUN ETF SUB	SUB	2,904	$306.3k0.33%	0.33%	Reduced -698	-698 -19.4%
18	NVIDIA CORPORATION COM NVDA	NVDA	2,130	$286.0k0.31%	0.31%	Unchanged
19	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,733	$257.4k0.28%	0.28%	New
20	WOODWARD INC COM WWD	WWD	1,204	$200.4k0.22%	0.22%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
MARSH & MCLENNAN COS INC MRSH	MRSH	1,063	$237.1k1.1k shares